SW
Samuel P. Walker
WEALTH FOUNDATIONS PARTNERS
SALT LAKE CITY, UT 84101
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CRD#: 8062902
SW
Samuel Priday WalkerWEALTH FOUNDATIONS PARTNERS
Professional summary
Samuel Priday Walker is a registered financial advisor currently at WEALTH FOUNDATIONS PARTNERS, LLC located in Salt Lake City, Utah.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Samuel has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I'm an operations manager for a small company called Royal Restrooms. I send quotes, invoices, rental agreements, and schedule deliveries for restroom trailers.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Priday Walker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 25, 2025 - Present
WEALTH FOUNDATIONS PARTNERS, LLC
Office #1: 50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101RIA
CRD#: 330999
SALT LAKE CITY, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC
CRD#: 330999 / SEC#: 801-136494
RIA
Registered Investment Advisory firm - (6/12/2026 Approved)California
Registered Investment Advisory firm - (8/6/2026 Terminated)Colorado
Registered Investment Advisory firm - (7/7/2026 Terminated)Idaho
Registered Investment Advisory firm - (7/2/2026 Terminated)North Carolina
Registered Investment Advisory firm - (7/8/2026 Terminated)Ohio
Registered Investment Advisory firm - (7/7/2026 Terminated)South Carolina
Registered Investment Advisory firm - (7/7/2026 Terminated)Texas
Registered Investment Advisory firm - (7/7/2026 Terminated)Utah
Registered Investment Advisory firm - (7/7/2026 Terminated)West Virginia
Registered Investment Advisory firm - (7/7/2026 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(3/25/2025)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC
CRD#: 330999 / SEC#: 801-136494
RIA
Registered Investment Advisory firm - (6/12/2026 Approved)California
Registered Investment Advisory firm - (8/6/2026 Terminated)Colorado
Registered Investment Advisory firm - (7/7/2026 Terminated)Idaho
Registered Investment Advisory firm - (7/2/2026 Terminated)North Carolina
Registered Investment Advisory firm - (7/8/2026 Terminated)Ohio
Registered Investment Advisory firm - (7/7/2026 Terminated)South Carolina
Registered Investment Advisory firm - (7/7/2026 Terminated)Texas
Registered Investment Advisory firm - (7/7/2026 Terminated)Utah
Registered Investment Advisory firm - (7/7/2026 Terminated)West Virginia
Registered Investment Advisory firm - (7/7/2026 Terminated)Loading...
Contact information
Main Address
50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101
Mailing Address
Phone number
(888) 785-0020
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 390 |
| AUM (Assets Under Management) | $ 110,501,385 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH FOUNDATIONS PARTNERS, LLC
CRD#: 330999Salt Lake City, UT 84101TRUST BUT VERIFY
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